---
title: "Add a KPI card"
slug: "add-a-kpi-card"
description: "Create standard and user-editable KPI cards."
updated: 2022-11-29T15:36:08Z
published: 2022-11-29T15:36:08Z
canonical: "docs.zilliant.com/add-a-kpi-card"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a KPI card

When you create a worksheet, a **Records** KPI card is added automatically. The **Records** KPI card shows the total number of records in the worksheet.

You can define two additional KPI card types: standard and user-editable.

To add a KPI card:

1. In a worksheet, select **Column and KPI Settings**.
2. Select the **KPIs** tab, then select **Add KPI Card**.
3. In the **KPI card settings** dialog, enter or select information to create a standard or user-editable card.

### Standard card

1. In the **Label** field, enter a descriptive name.
2. In the **Value Type** dropdown list, select a format for the display of calculated results.
3. In the **KPI definition** field, enter a formula expression. See a list of [valid expressions](/v1/docs/formula-expressions).
4. Select the **Use current filters** checkbox to include global (locked and unlocked) and personalized filters in the card's value. Clear this checkbox to include only global filters (locked and unlocked).
5. Select **Save**.

### User-editable card

1. In the **Label** field, enter a descriptive name.
2. In the **KPI definition** field, optionally enter a string value.
3. Select **Save**.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-11-12T14%3A14%3A29Z&se=2026-11-12T15%3A14%3A29Z&sr=c&sp=r&sig=LAID%2FEjoXRRKkByBQg5Wr%2BTix7yyzOBmndnxG3Jo75Y%3D)

Column and KPI Settings